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Why Does a Matter's Trust Ledger Show Funds In and Funds Out for Every Invoice?

Objective:

  • Debit and credit for every single Bill Payment

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

This is most likely because your funds are stored at the Client level. Client level trust funds are transferred into the Matter level trust, then out of the Matter level trust (to the operating account).

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